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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: P.M.Freedman who wrote (48908)	2/19/1999 7:56:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

Thanks for the link. NEC has company specific problems. Among those problems is a loss of market share to COMPAQ in Japan and in the US. Talk of a slowdown in Europe is much exaggerated. The UK Chancellor this morning disagreed with forecasts of negative growth for two quarters this year, and said the economy will continue positive growth, for those two quarters, and then pick up speed. Europe, generally, is growing. Even with the mild UK slowdown, the computer market continues to expand because of the drive to re-tool and create efficiencies in industry and because of consumer demand. The earlier posting by helpinout shows that those Asian economies in which growth was stunted last year are precisely those whose growth is now accelerating. This will help offset any European slowdown. DELL's slowdown was not an absolute slowdown but a slowdown in that company's rate of growth, which is still high. This is also company specific. As a company's market share grows, the laws of physics requires it rate of growth to slow.